David Parry

What were the circumstances that caused you to initially look for an adviser?

Looking for advice and clarity on rules for pension contributions.

How has David Parry helped you?

At extremely short notice at the end of the financial year, David helped maximise my pension contributions. He subsequently reviewed my overall financial situation and advised on consolidating various investments. He explained his recommendations clearly and concisely. His manner is professional and he is very approachable.

Have you seen the outcome you were hoping for?

Yes - having agreed with his suggestions, David has executed them on my behalf.

What could they have done better?

Very pleased so far. Hopefully David will continue to help over the coming years.

What were the circumstances that caused you to initially look for an adviser?

David Parry had been our financial advisor for several years in the past. We were not fully satisfied with the service we were receiving from the successor organisation. We did not feel it was a personalised service.

How has David Parry helped you?

He has conducted a full financial review of our circumstances and our needs for handling our investment portfolios. The financial management company he has recommended gave us a very detailed and personalised recommendation tailored to our needs. The recommendations he has obtained for us give the impression that the portfolio will be managed by people taking a personal interest in our needs rather than being governed by computer generated algorithms.

Have you seen the outcome you were hoping for?

The arrangement has only just started so there are no outcomes to measure yet.

What could they have done better?

So far we are satisfied and would not know what could have ben done better as yet.

Please provide a brief comment about your experience with David

David was highly recommended to me by someone very knowledgeable about the pension industry. I needed an adviser who could optimise my pensions and help me plan for the future. David is both friendly and professional and has been excellent in providing reassurance and advice, clearly explaining my options. I would highly recommend him.

What were the circumstances that caused you to initially look for an adviser?

Investment of funds

How has David Parry helped you?

Very personable , offered individualised financial advice suitable for my needs. Always contactable as required.

Have you seen the outcome you were hoping for?

Investment made of funds.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Dissatisfaction with previous company & lack of personal contact.

How has David Parry helped you?

Easy access , very approachable, excellent knowledge of financial products & overall care

Have you seen the outcome you were hoping for?

So far, definitely better than expected

What could they have done better?

Presently cannot think of anything that needs improvement -